
About Us
Apella’s Southold team offers an extensive range of planning and investment management services for every type of investor, from high-net worth families with complex tax management and estate planning needs to the young professional just starting to plan their financial future. No matter what type of planning assistance you require, we’ll create a customized, comprehensive wealth management plan designed around your unique goals.
Our advice is objective, and our investment management strategies translate cutting-edge academic research into sophisticated portfolios that are focused on helping all clients achieve their personal goals. Wee seek to build tight knit, long-term relationships based on trust, and work closely together to help you make informed decisions that will keep you on track for the long term.
We’ll help you anticipate and prepare for life’s biggest financial hurdles, so you can worry less about the future and focus more on enjoying today. Whether it’s determining the best college savings approach for you and your family, developing a strategy to maximize your income in retirement, or establishing a legacy for future generations, we’ll develop a road map designed to get you where you want to go.
Our clients have access to a team of professionals and specialists who are dedicated to helping you achieve what matters to you most. We’re committed to putting our collective knowledge and experience to work on your behalf.
Our Services
- Comprehensive financial planning
- Making sure your portfolio supports your long-term goals through investment management
- Protecting your family, yourself, your assets and your business through insurance
- Helping families plan and prepare for educating children and grandchildren
- Helping business owners protect their business, provide benefits to employees, or buy or sell a business
- Making sure you have money to pay for the unexpected as well as a regular income in retirement through cash and income planning
- Helping you leave a legacy for your loved ones and your preferred charities through estate planning
- Working closely with your other financial professionals, including your CPA and Estate Attorney, to ensure an efficient and coordinated approach
Special Focus
- Tax Management and Tax Efficiency
- Retirement Income Planning
- High-Net Worth Solutions
Resources
The Apella Difference
We start with your life–and build your plan around it. We are passionate about working with our clients and helping them achieve their most important long-term goals
The Client Journey
Helping you get from today to some day. Our advisory process starts with where you are today–both personally and financially–and where you want to go.
Meet Jason Gentile
Jason fell in love with the advisory business while he was still in college, and after an internship was offered a full-time position with a financial firm even before he graduated.
Jason Gentile, CFP®
Support Team
Mathew Gallagher
Matt joined Apella Capital in October of 2019 as a Portfolio Analyst and Paraplanner. Prior to Apella, he worked at Northwestern Mutual as a financial advisor specializing in life and disability insurance from 2017-2019. As Portfolio Analyst at Apella Capital, Matt works with Apella’s team of financial advisors and investment managers to implement portfolios which are designed to be tax efficient, diversified asset allocation strategies. In addition to his responsibilities as a Portfolio analyst, Matt is also a Paraplanner working with clients and the advisors to create and implement comprehensive financial plans.
Shawn O'Sullivan
Shawn O’Sullivan joined Apella Capital in 2017 after completing an internship at Apella Capital’s sister firm, Symmetry Partners. As Portfolio Analyst at Apella Capital, Shawn works with Apella’s team of financial advisors and investment managers to implement portfolios which are designed to be tax efficient, diversified asset allocation strategies. In addition to his responsibilities as Portfolio Analyst, Shawn also provides support across Apella’s nationwide offices in multiple capacities.
Lisa Lettieri
Lisa Lettieri joined Apella Capital in 2020 as Senior Paraplanner with over 30 years’ experience in financial industry. She holds the Certified Financial Planner™ designation and focuses on all aspects of our clients’ plans, including tax, retirement, estate and college planning. Prior to joining Apella Capital, Lisa was with Northwestern Mutual Company and before that Merrill Lynch Wealth Management as a Registered Financial Advisor. Lisa holds a B.S. in Business (Marketing) from Manhattan College and an MBA from Fordham University. She spends much of her free time delivering food and clothes for the needy, and is a member of Building Equitable Opportunity. Grants Committee of CT Community Foundation in Waterbury, CT.
Client Relationship Team
Jennifer Biamonte
Stephanie Gamache
Stephanie Gamache provides client relationship support to Apella Capital’s teams of financial advisors. In addition to providing world class customer service, she also assists in different projects to enhance the firms technological capabilities. Prior to joining Apella in 2019, Ms. Gamache was employed by Beaulieu Financial Services as an administrative assistant. She has more than 20 years of experience in both banking and financial services.